Content Provider
Bnymellonwealthlogo
Blankbox
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpece webinars
Tax & Estate Planning for Art & Collectibles: Advising High-Net-Worth Clients

TAX & ESTATE PLANNING FOR ART & COLLECTIBLES: ADVISING HIGH-NET-WORTH CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMay 20, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

Managing art and collectibles requires careful management and tax planning. This program will review some of the income tax implications, charitable giving strategies, and estate planning considerations that commonly arise in connection with works of art and other collectibles.

Led by Jere Doyle, Senior Tax & Estate Planning Strategist at BNY Mellon Wealth Management, this webinar will discuss the rapid development of the digital art market, how the emergence of non-fungible tokens (NFTs) is impacting traditional markets, and what that means for high-net-worth collectors and their advisors.

Learning Objectives: 


  • Identify the tax implications, charitable giving strategies, and estate planning considerations that commonly arise with works of art and other collectibles

  • Recognize the rapid development of the digital art market and the emergence of non-fungible tokens (NFTs)

  • Summarize how NFTs are impacting the traditional art market and how they’re affecting high-net-worth collectors and their advisors

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Bnymellonwealthlogo

Jere Doyle is an estate planning strategist for BNY Mellon Wealth Management and a senior vice president of BNY Mellon. He has been with the firm since 1981. Jere provides wealthy individuals and families throughout the country with integrated wealth management advice on holding, managing, and transferring their wealth in a tax-efficient manner.
Jere is admitted to practice law in the Commonwealth of Massachusetts and before the United States District Court, United States Court of Appeals (First Circuit), and the United States Tax Court. He formerly served as a member of the Massachusetts Joint Bar Committee on Judicial Appointments. He is the editor and co-author of Preparing Fiduciary Income Tax Returns, a contributing author of Preparing Estate Tax Returns, a contributing author of Understanding and Using Trusts, and a contributing author of Drafting Irrevocable Trusts in Massachusetts, all published by Massachusetts Continuing Legal Education. Jere is also a reviewing editor of the 1041 Deskbook published by Practitioner's Publishing Company. Jere is a lecturer in law in the Graduate Tax Program at Boston University School of Law.

About Our Presenter

Bnymellonwealthlogo
Over BNY Mellon’s 200+ year history, they’ve seen times of prosperity, uncertainty and possibility. Their Active Wealth approach is grounded in a deep understanding of who their clients are, and that has brought the success they care about most: highly satisfied, loyal clients whose relationships span generations.